PF
DLR icon

PlanVest Financial’s Digital Realty Trust DLR Stock Holding History

PlanVest Financial’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.5K Hold
281
– – 0.03% 223
2026
Q1 		$50.6K Buy
+281
New +$48K 0.04% 206

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

PlanVest Financial's DLR Position: Q2 2026 in Review

PlanVest Financial held its Digital Realty Trust (DLR) position steady in Q2 2026 at 281 shares worth $50.5K. The position accounts for 0.03% of the portfolio, ranked #223.

PlanVest Financial first reported a position in DLR in Q1 2026 and has held it in 2 quarters since. The position peaked at $50.6K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • PlanVest Financial held 281 shares of Digital Realty Trust worth $50.5K as of Q2 2026.
  • PlanVest Financial left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #223 holding.
  • PlanVest Financial first reported a position in Digital Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Digital Realty Trust position peaked at $50.6K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.